Brian David Wright
Professional Summary
Brian David Wright is a registered financial advisor currently at BLUE HORIZON EQUITY, INC. located in Ponte Vedra Beach, Florida and CETERA WEALTH SERVICES, LLC located in Ponte Vedra Beach, Florida. Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Brian has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
21ST CENTURY PLANNERS | WATERSTONE FINANCIAL SERVICES | SOLENNIAL WEALTH MANAGEMENT | PATHWAY WEALTH MANAGEMENT AND INSURANCE GROUP | MAGII PENSION SERVICES | LAPORTE WEALTH MANAGEMENT GROUP | GENESIS ASSET MANAGEMENT GROUP INC. | FORGE FINANCIAL ADVISORS | FINGER LAKES INVESTMENTS | DANIEL N. SAXE | CAVE WEALTH MANAGEMNET | CARLOZZI FINANCIAL SERVICES | CAPE COD WEALTH STREATEGIES & INSURANCE SERVICES, LLC | BLUE HORIZON EQUITY, INC. | BAILEY FINANCIAL PLANNING | ASPIRE FINANCIAL GROUP
Contact Information
Main Address
55 Sully's Trail Suite F, Pittsford, NY 14534Phone Number
+1 (585) 641-7900# of Employees
45SEC notice filing (23 States and Territories)
Registered to provide investment advisory services in 23 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,002AUM (Assets Under Management)
$745,938,696Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
21ST CENTURY PLANNERS | WATERSTONE FINANCIAL SERVICES | SOLENNIAL WEALTH MANAGEMENT | PATHWAY WEALTH MANAGEMENT AND INSURANCE GROUP | MAGII PENSION SERVICES | LAPORTE WEALTH MANAGEMENT GROUP | GENESIS ASSET MANAGEMENT GROUP INC. | FORGE FINANCIAL ADVISORS | FINGER LAKES INVESTMENTS | DANIEL N. SAXE | CAVE WEALTH MANAGEMNET | CARLOZZI FINANCIAL SERVICES | CAPE COD WEALTH STREATEGIES & INSURANCE SERVICES, LLC | BLUE HORIZON EQUITY, INC. | BAILEY FINANCIAL PLANNING | ASPIRE FINANCIAL GROUP
State Registrations and Notice Filings
(6/15/2026)
(5/19/2026)
(5/19/2026)
(6/3/2026)
(5/19/2026)
(5/19/2026)
(5/19/2026)
(5/19/2026)
(5/19/2026)
(5/20/2026)
(5/19/2026)
(5/19/2026)
(6/15/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Brian David Wright's CRS (Customer Relationship Summary).
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